YHB Investment Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

YHB Investment Advisors’s Portfolio BSV Stock Details BSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3,375	Closed	-$254K	–	267
2023 Q3	$254K	Hold	3,375	–	–	0.02%	243
2023 Q2	$255K	Hold	3,375	–	–	0.02%	246
2023 Q1	$258K	Hold	3,375	–	–	0.03%	245
2022 Q4	$254K	Sell	3,375 -500	-13%	-$37.5K	0.03%	244
2022 Q3	$290K	Sell	3,875 -2,021	-34%	-$154K	0.03%	224
2022 Q2	$453K	Buy	5,896 +1,521	+35%	+$117K	0.05%	192
2022 Q1	$341K	Hold	4,375	–	–	0.03%	221
2021 Q4	$354K	Sell	4,375 -625	-13%	-$50.8K	0.03%	239
2021 Q3	$410K	Sell	5,000 -1,200	-19%	-$98.6K	0.04%	215
2021 Q2	$509K	Sell	6,200 -70	-1%	-$5.76K	0.04%	200
2021 Q1	$516K	Buy	6,270 +955	+18%	+$78.8K	0.04%	196
2020 Q4	$441K	Sell	5,315 -1,500	-22%	-$124K	0.04%	202
2020 Q3	$566K	Buy	+6,815	New	+$566K	0.06%	184

Other funds holding BSV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

YHB Investment Advisors's BSV Position: Q4 2023 in Review

YHB Investment Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2023, closing a stake of 3,375 shares — an estimated $254K sold.

YHB Investment Advisors first reported a position in BSV in Q3 2020 and held it in 13 quarters. The position peaked at $566K in Q3 2020. 1,205 funds tracked by Wall St. Rank hold BSV as of Q4 2023.

YHB Investment Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2023 after selling out during the quarter.
YHB Investment Advisors sold 3,375 Vanguard Short-Term Bond ETF shares in Q4 2023, an estimated $254K.
YHB Investment Advisors first reported a position in Vanguard Short-Term Bond ETF in Q3 2020 and held it in 13 quarters.
YHB Investment Advisors's Vanguard Short-Term Bond ETF position peaked at $566K in Q3 2020.
1,205 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2023.

Based on YHB Investment Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.